Prospect scoring
面向外贸出口场景的 Hermes / Open claw Agent Skills 包,支持海外客户发现、批量名单处理、公司背调、客户评分、决策层线索、开发信、跟进计划和报价单导出。
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Use when a trade agent needs to rank, qualify, prioritize, segment, score, or reject overseas prospects based on product fit, channel value, decision-maker access, market relevance, and risk
SKILL.md
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Prospect Scoring
Overview
Score prospects with transparent evidence so the user knows who to contact first. The score is a decision aid, not a claim that the prospect is ready to buy.
When to Use
Use this skill after company-research has produced facts and evidence for a prospect, or when the user uploads a prospect list and asks which companies deserve outreach.
Do not use it when there is no product context.
Inputs
- Product context from
product-loader - Company research output
- Target market rules from
MARKET.yaml - Optional contact availability data
Outputs
{
"score": 0,
"priority": "A|B|C|D",
"score_breakdown": {},
"recommended_action": "",
"evidence_status": "verified|no_evidence|fetch_failed",
"reason": "",
"evidence": [],
"risk_notes": []
}
Procedure
- Score product and category fit from 0 to 40.
- Score channel value from 0 to 20.
- Score decision-maker access from 0 to 15.
- Score target-market value from 0 to 10.
- Score website quality and business activity from 0 to 10.
- Apply risk adjustment from 0 to -10 for weak evidence, unrelated business, suspicious contact data, or compliance concerns.
- If evidence status is
fetch_failedorno_evidence, cap priority at D and setrecommended_actiontomanual_review. - If no product or channel evidence was fetched, do not assign A or B even when the market is relevant.
- Assign priority:
- A: 80-100, contact first
- B: 60-79, contact after manual review
- C: 40-59, keep for monitoring or enrichment
- D: 0-39, do not contact
- Provide a recommended next action.
Verification
- Score breakdown totals equal final score.
- Priority matches the score range.
- A or B priority requires fetched evidence for product or channel fit.
- A-level prospects include at least two evidence points.
- D-level prospects are not recommended for outreach.
- Risk notes explain every deduction.
Common Mistakes
| Mistake | Fix |
|---|---|
| Giving high score because the company is large | Product fit must carry the most weight |
| Ignoring missing decision-maker data | Reflect it in the access score |
| Hiding risk deductions | List each risk note |
| Treating score as purchase intent | Explain that score means development priority |